+388.8%
GH vs ITOT
+182.5%
+206.3%
-91.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ITOT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | +0.8% | -1.9% | -2.2% |
| 7D | -2.5% | -0.9% | -1.6% | -1.3% |
| 30D | -4.7% | -1.5% | -3.2% | -2.9% |
| 3M | +20.2% | +3.6% | +16.7% | +14.2% |
| 6M | +78.8% | +13.7% | +65.1% | +49.7% |
| YTD | +54.1% | +12.9% | +41.2% | +30.5% |
| 1Y | +177.1% | +17.2% | +159.9% | +121.3% |
| 3Y | +371.6% | +75.6% | +296.0% | +117.4% |
| 5Y | +21.9% | +75.5% | -53.6% | -40.2% |
| All | +388.8% | +182.5% | +206.3% | +44.3% |
Cumulative growth
Daily Returns
Daily percentage return beside ITOT.
Daily Out/Under-Performance
Portfolio return minus ITOT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ITOT return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over 10y: compounded portfolio wealth divided by compounded ITOT wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
10y analysis · Full analysis span regression · 6 months rolling